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Perigon Wealth Management’s SiriusXM SIRI Stock Holding History

Perigon Wealth Management’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,484
Closed -$42K – 1025
2024
Q2 		$42K Sell
1,484
-116
-7% -$3.46K ﹤0.01% 859
2024
Q1 		$62.1K Sell
1,600
-246
-13% -$11.7K ﹤0.01% 843
2023
Q4 		$101K Buy
1,846
+92
+5% +$4.42K ﹤0.01% 810
2023
Q3 		$79.3K Sell
1,754
-409
-19% -$19K ﹤0.01% 764
2023
Q2 		$98K Buy
2,163
+71
+3% +$2.68K ﹤0.01% 755
2023
Q1 		$83.1K Buy
2,092
+277
+15% +$13.3K ﹤0.01% 687
2022
Q4 		$106K Buy
1,815
+48
+3% +$2.95K 0.01% 671
2022
Q3 		$101K Buy
1,767
+333
+23% +$20.9K 0.01% 557
2022
Q2 		$88K Sell
1,434
-9
-0.6% -$559 0.01% 554
2022
Q1 		$96K Sell
1,443
-234
-14% -$14.7K 0.01% 589
2021
Q4 		$106K Sell
1,677
-437
-21% -$27.3K 0.01% 566
2021
Q3 		$129K Sell
2,114
-589
-22% -$37K 0.01% 526
2021
Q2 		$177K Sell
2,703
-43
-2% -$2.7K 0.02% 504
2021
Q1 		$167K Sell
2,746
-322
-10% -$19.6K 0.02% 480
2020
Q4 		$195K Sell
3,068
-173
-5% -$10.6K 0.02% 404
2020
Q3 		$174K Buy
3,241
+90
+3% +$5.16K 0.02% 371
2020
Q2 		$185K Buy
3,151
+806
+34% +$45.2K 0.03% 340
2020
Q1 		$123K Buy
+2,345
New +$153K 0.02% 306

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return